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Hubdoc - Document Merge
Ability to merge documents in Hubdoc.
Purpose: To easily combine separated pages of a document into one.
26 votes -
Hubdoc - Conjunction with Xero Projects
Ability to publish documents from Hubdoc into Xero Projects directly.
Purpose: To make users’ easily publish the document and assign it to Xero Project.
12 votes -
Tax Estimate - Trust Tax Return
Ability to have a tax estimate included in a trust tax return where there is tax payable/refundable.
Purpose: To easily estimate and calculate Estate Tax Returns for all deceased clients.
17 votes -
Hubdoc - Make Hubdoc run normally when having more than 1,000 contacts
Ability to make Hubdoc can run normally when there are more than 1,000 contacts in Xero.
Purpose: It will improve the workflow of the user when they’re using Hubdoc, and they don’t have to merge/delete the contact in Xero.
8 votes -
Hubdoc App - Ability to upload multi page documents
Upload multiple page documents as one through Hubdoc mobile app.
Purpose: Ease of use - Upload multiple pages using one device without having to send and upload through desktop.
9 votes -
Hubdoc - Save files to Onedrive
Ability to save a document in Hubdoc to Onedrive for cloud storage.
Purpose: To easily send the document to Onedrive.
4 votes -
Xero HQ: Ask - Preview attachments
Ability to preview attachment before downloading it.
Purpose: Good for clients who want to preview the document without having to download it.
4 votes -
Xero HQ - Ask history
To keep the history of the activities about what staff members did to client’s Xero org.
Purpose: To get the activity log for audit purposes.
3 votes -
Xero Workpapers - Integrate with Xero Files
Ability to copy transactions directly across from a Xero org to Workpapers
Purpose: Save time and manual steps involved in having to download and re-upload individually
3 votes -
Report Templates - Option to only show logo on cover/front page
Option to choose where the logo is shown
Purpose: Consistency with brand/business internal guidelines. Formalities and looking professional to clients/stakeholders
3 votes -
Xero Workpapers - Roll forward to the next years workpapers
Ability to roll forward balance sheet items and permanent documents when finishing a set of workpapers
Purpose: to reduce time spent recreating them in future years
9 votes -
NZ Report Templates - Formatting on Published Reports
Ability to format published reports. To be able to edit/add the columns, colours, and currency symbol.
Purpose: Ability to make documents created by a business consistent and professional when sharing with stakeholders & clients.
1 vote -
Xero HQ - Notification when a return is rejected by the ATO
To have the feature where there’s an alert in Xero HQ when a return lodge is rejected by ATO.
Purpose: This will help Accountants can easily know which Xero org that the return was rejected by the ATO.
9 votes
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